Subjective:
- Reason for email: To inform about the updated work schedule and availability.
- Schedule:
- Days and times of availability: Monday to Friday, 9 AM to 5 PM
- Specific patient types and times: Pediatrics on Mondays and Wednesdays, Geriatrics on Tuesdays and Thursdays
- On-call hours:
- Days and times of on-call availability: Weekends, 10 AM to 2 PM
Objective:
- Office details:
- Office phone numbers: (555) 123-4567
- Office fax number: (555) 765-4321
- Office email address: familymedclinic@example.com
- Phone system:
- Number of outgoing lines: 3
- Extensions: Dr. Smith - 101, Nurse Jane - 102, Reception - 103
- Triage message: "Thank you for calling Family Medicine Clinic. Please hold while we connect you to the next available staff member."
Assessment & Plan:
1. Office procedures
- Procedure for triaging calls: Calls are triaged by the nurse on duty, prioritizing emergencies.
- Procedure for booking appointments: Appointments are booked through the reception desk or online portal.
- Frequency of physicals based on patient health: Annually for adults, biannually for seniors.
- Importance of scheduling vaccinations: Vaccinations are scheduled during annual physicals or as needed.
- Scheduling of male physicals: Every two years for males over 40.
- PAP tests:
- Staff member responsible for booking younger females: Nurse Jane
- Doctor's availability and maximum per day: Dr. Smith, 5 per day
- Frequency and age range for PAP tests: Every 3 years for women aged 21-65
- Follow-up for abnormal PAP results: Immediate follow-up appointment within a week
- Age to start mammogram screening: 40
- Age range and frequency for colorectal screening: 50-75, every 10 years
- Appointment slot duration for senior patients: 30 minutes
- Initial and follow-up appointment durations for mental health: Initial 60 minutes, follow-up 30 minutes
- Policy on forms included in annual fee and insurance stipends: Basic forms included, additional forms may incur a fee
- Prepayment requirement for APS forms: Required
2. Phone system management
- Procedure for making outgoing calls: Use designated outgoing lines, dial 9 for an outside line
- Voicemail:
- Voicemail passcode: 1234
- Instructions for changing greeting: Dial *98, enter passcode, follow prompts
- Instructions for saving messages: Press 5 after listening to save
- Instructions for triaging calls: Use the triage protocol manual located at the nurse's station
3. Patient management
- Instructions for booking follow-up appointments: Schedule at the end of each visit or call the reception
- Instructions for checking labs before appointments: Review lab results in the EHR system 24 hours before the appointment
- Categories for managing documents: Labs, Imaging, Referrals, Correspondence